A major step in U.S. nuclear innovation is taking shape with a new $1.7 billion facility buildout. The project could transform energy recycling and your portfolio.

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Markets

Wall Street closed higher on Friday as investors remained upbeat following the Fed’s rate cut and outlook for further easing, with major indexes hovering near record highs.

  • DJIA [+0.37%]

  • S&P 500 [+0.49%]

  • Nasdaq [+0.72%]

  • Russell 2K [-0.66%]

Market-Moving News

Investments

Is Nvidia Trying to Drive the Future… Literally?

Nvidia is not just stuffing chips into data centers anymore; it’s sliding into the driver’s seat of self-driving cars.

Word is it’s eyeing a $500 million stake in U.K. startup Wayve, a young company teaching cars to drive without the endless crutch of preloaded maps.

Wayve relies on cameras and machine learning to learn from live traffic, much like a rookie driver—just one that never forgets and improves with every mile.

Why This Isn’t Just Another Side Project

For Nvidia, this is about keeping its GPUs as the brains behind every new tech shift. It already dominates AI in the cloud, but autonomous driving is the next billion-dollar racetrack.

If Wayve takes off, Nvidia doesn’t just get a customer, it gets a showcase proving its hardware is mission-critical in cars, not just in labs.

The Timing Makes It Spicy

This move comes right after Nvidia pledged $2.7 billion to U.K. startups as part of a transatlantic AI pact.

Picking up Wayve is like doubling down at the poker table—it screams confidence and ambition.

So what’s the takeaway? Nvidia isn’t satisfied with building the picks and shovels of AI. It wants to own the highways, too.

If the gamble pays, the company won’t just power tomorrow’s chatbots; it’ll be steering tomorrow’s traffic.

Consumer

Who Said Value Meals Don’t Move Markets?

McDonald’s (NYSE: MCD) has been on a tear, and the story isn’t slowing down.

The stock has been setting the stage for fresh all-time highs, powered by steady growth, fat cash flows, and shareholder-friendly moves.

The latest spark? Value meals. At a time when rivals are squeezed by consumer pushback, McDonald’s has reignited a pricing war it’s uniquely built to win.

Dividends With Extra Sauce

Behind the counter, it’s not just fries and nuggets driving the story. Margins are stretching, and that matters because it fuels a dividend that’s been climbing at about 7% a year.

With shares around $305, the yield sits at 2.3%, but the kicker is the growth: management has kept payouts growing faster than inflation.

Toss in steady buybacks reducing the share count, and the math gets even sweeter for long-term holders.

Energy Drinks On the Menu?

There’s also experimentation brewing. McDonald’s is testing Red Bull-infused drinks, tapping into an $80 billion market.

Snagging even a sliver of that category could nudge revenue growth higher and keep the brand relevant for younger crowds.

Combine that with global expansion and store upgrades, and the stock’s case only gets stronger. McDonald’s has the scale, the cash, and the staying power.

This isn’t just a burger chain—it’s a cash machine that still has room to run, whether through value meals or new categories.

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Retail

Cheap Clicks, Costly Fakes, Big Walmart Problem

Walmart (NYSE: WMT) chased marketplace growth and got it in a big way.

Easier onboarding brought a flood of third-party sellers, but it also opened the door to impersonators and counterfeits.

CNBC’s probe found fake health and beauty goods and vendors posing as real businesses. That hits trust, which is the only reason a cart gets filled on a big box site in the first place.

Fast Growth, Thin Gate

Seller vetting has loosened to gain market share from Amazon, and bad actors have taken notice. Some listings looked like steals, then turned out to be fakes with misspelled labels and mystery ingredients.

Brands and small businesses reported identities lifted to set up stores. Returns landed at real companies that never opened accounts, which is a mess for everyone involved.

Can Walmart Patch The Leaks

Walmart says trust and safety are non-negotiable and has tightened checks for risky categories. It joined the anti-counterfeit council and is promising more tools to police sellers.

Cleaning house takes more than statements; it takes teeth.

Watch for stricter onboarding, proof-of-source requirements, and fast takedowns that keep bad listings from bouncing back.

If Walmart plugs the leaks, its online arm keeps scaling and the ad money keeps rolling in.

If it fumbles, the marketplace risks turning into a digital flea market good for traffic, bad for trust, and a drag on long-term growth.

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Top Winners and Losers

Oklo Inc [OKLO] $135.01 (+28.62%)

Oklo jumped after announcing plans to build a $1.68 billion nuclear fuel recycling facility in Tennessee, which will be the first of its kind in the U.S.

Brighthouse Financial Inc [BHF] $57.59 (+27.24%)

Brighthouse soared after reports surfaced that Aquarian Holdings is in advanced talks to acquire the insurer for up to $70 per share, which is a substantial premium to prior trading levels.

Quantum Computing Inc [QUBT] $23.27 (+26.81%)

Quantum Computing surged after Lake Street Capital initiated coverage with a Buy rating and $24 price target, citing first-mover advantage in a fast-emerging market.

Brera Holdings Plc [BREA] $16.60 (-33.33%)

Brera Holdings, recently rebranded to Solmate, pulled back after surging over 200% yesterday, as investors reassessed risk amid a broader crypto dip and a 4% slide in Solana’s SOL token.

Scholastic Corp [SCHL] $24.23 (-12.02%)

Scholastic tumbled after missing revenue and earnings expectations in Q1, with steep declines in Education and Entertainment segments outweighing strength in Book Fairs.

FG Nexus Inc [FGNX] $7.24 (-11.75%)

FG Nexus declined as Ethereum prices fell sharply, weighing on sentiment toward the company’s aggressive ETH accumulation and staking strategy.

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*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Everything Else

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Adam G.
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